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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1501
PR
Payden & Rygel
California
$0 -$14K 0 – Closed
1502
PDN
Pensionfund DSM Netherlands
Netherlands
$0 -$4.55M 0 – Closed
1503
PS
Pensionfund Sabic
Netherlands
$0 -$1.25M 0 – Closed
1504
Perpetual Ltd
Perpetual Ltd
Australia
$0 -$2.63M 0 – Closed
1505
PTC
Philadelphia Trust Company
Pennsylvania
$0 -$17.2K 0 – Closed
1506
PFG
Piershale Financial Group
Illinois
$0 -$12K 0 – Closed
1507
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$0 -$1.18M 0 – Closed
1508
Polar Capital
Polar Capital
United Kingdom
$0 -$633K 0 – Closed
1509
PAM
Private Asset Management
California
$0 -$405K 0 – Closed
1510
Prospera Financial Services
Prospera Financial Services
Texas
$0 -$308K 0 – Closed
1511
QI
Quotient Investors
New York
$0 -$267K 0 – Closed
1512
RIM
Rainier Investment Management
Washington
$0 -$17.3M 0 – Closed
1513
RCAG
Rehmann Capital Advisory Group
Michigan
$0 -$257K 0 – Closed
1514
Reinhart Partners
Reinhart Partners
Wisconsin
$0 -$21.3M 0 – Closed
1515
RDM
Retirement Design & Management
Connecticut
$0 -$996K 0 – Closed
1516
RMCM
Reynders McVeigh Capital Management
Massachusetts
$0 -$206K 0 – Closed
1517
R.M. Davis Inc
R.M. Davis Inc
Maine
$0 -$380K 0 – Closed
1518
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$0 -$72K 0 – Closed
1519
R
RQSI
Bahamas
$0 -$874K 0 – Closed
1520
SCM
SAB Capital Management
New York
$0 -$31.9M 0 – Closed
1521
SCM
Salem Capital Management
Massachusetts
$0 -$208K 0 – Closed
1522
SCM
SeaStone Capital Management
New York
$0 -$10.7M 0 – Closed
1523
Sentry Investments
Sentry Investments
Ontario, Canada
$0 -$7.55M 0 – Closed
1524
SKK
Shepherd Kaplan Krochuk
Massachusetts
$0 -$961K 0 – Closed
1525
SPC
Silver Point Capital
Connecticut
$0 -$8.72M 0 – Closed